BERLIN &COOS CTY HISTORICAL SOCIETY

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

ROBERT LAFRANCE

Phone

6037522095

Tax Period

2025-01-01 to 2025-12-31

BERLIN &COOS CTY HISTORICAL SOCIETY, founded in 1990, is a small nonprofit that reported $220K in total revenue in fiscal year 2025. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $68K, a strong 31% operating margin.

Mission

BERLIN & COOS COUNTY HISTORICAL SOCIETY HOLDS OPEN HOUSES AND VARIOUS EVENTS THROUGHOUT THE YEAR TO EDUCATE THE PUBLIC ABOUT THE COUNTY'S RICH HISTORY, CULTURAL AND ETHNIC ROOTS.

Program Service Accomplishments

Program 1

Expenses: $152,069

HISTORCAL SOCIETY SERVICES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $167,032

Program Service Revenue $0

Investment Income $25,049

Other Revenue $28,386

TOTAL REVENUE $220,467

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $152,069

Other Expenses $152,069

TOTAL EXPENSES $152,069

Year-over-Year Comparison

	2025	2024	Change
Revenue	$220,467	$253,308	-0.1%
Expenses	$152,069	$82,679	+0.8%
Net Income	$68,398	$170,629	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID BRYANT	DIRECTOR	N/A	Director	$0	$0	$0
LOUISE DONATO	DIRECTOR	N/A	Director	$0	$0	$0
JANICE ELY	DIRECTOR	N/A	Director	$0	$0	$0
FRANK JANDREAU	DIRECTOR	N/A	Director	$0	$0	$0
MICHAEL JOHNSON	DIRECTOR	N/A	Director	$0	$0	$0
THERESE MONTMINY	DIRECTOR	N/A	Director	$0	$0	$0
MARSHA MORNEAU	VICE PRESIDE	N/A	Director	$0	$0	$0
RENNEY MORNEAU	PRESIDENT	N/A	Director	$0	$0	$0
DIANE PELCHAT	SECRETARY	N/A	Director	$0	$0	$0
ROBERT LAFRANCE	TREASURER	N/A	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$220,467	$152,069	$826,609	$68,398
2024	$253,308	$82,679	$728,667	$170,629
2023	$144,959	$86,118	$722,984	$58,841